Navigating Orders Page

This page allows the user to view all orders pertaining to their channels easily and allows customization in terms of what data needs to be shown or how orders can be refined using the Order Search. It also allows the user to do various actions right from there like combine orders, creating shipping labels, etc. The following topics will be covered to explain this page and it's capabilities further:

The default view of this page is to show all awaiting orders in the All Orders section. To look for other orders (i.e. complete, with tracking etc), the Order Search needs to be utilized to refine this page. All Orders will be viewed on the top, but as the user scrolls through the page, there will be separate sections for each channel and instance's specific orders. These sections can be easily jumped to by clicking the instance wanted in the Groups column to the left:

Please note that there is an alternative to view Orders by Status as opposed to Channel:

This will show All Orders at the top and Complete Orders toward the bottom. Similar to sorting by Channel, the side bar allows the user to jump to each section easily. Furthermore, each view can be sorted by Ascending/Descending on the Channel column.

Quick View

Clicking anywhere on the order row (besides the OID and Ship icon) will expand a quick view of the order:

Customizing Columns

The default columns shown for All Orders and each specific instances are as follows:

Ship - Clicking this will lead to a modal to create a shipping label

OID - Order Identifier is a value generated by SureDone to indicate the number of order that has imported into the system

Channel - Which channel the order imported from

Order Number - Numerical portion of the order placed

Total - Amount that the entire order was

Country - What location order is being shipped to

Status - Status of order itself. Can be either of the following values

INCOMPLETE: Order is not paid for or other state not ready for fulfillment

PENDING: Order may have drop shipped or purchase order created but no acknowledgement yet

ORDERED: Order may have been drop shipped or purchase order created and has been acknowledged

READY: Order is ready for fulfillment

DROPSHIPPED: Order is complete and was drop shipped

CANCELED: Order is cancelled

REFUNDED: Order is refunded

COMPLETE: Order is fulfilled

Shipping Status - Status of whether or not the item is shipped. Can have either of the following values:

INCOMPLETE: Order has no shipments and not fulfilled

PENDING: Order has shipments but is not marked shipped

COMPLETE: Order has shipments and/or is marked as shipped

Order Date - Date order was placed in format of YYYY-MM-DD HH:MM:SS

Date Updated - Last time order was modified in anyway in SureDone. In format of YYYY-MM-DD HH:MM:SS

Columns can be added or removed as well as rearranged. They can also be sorted on. Please note each section can be customized differently. For example, if there are certain columns you only want included for eBay orders and not Amazon orders, that can be done in each section. The screenshots and following text are from the All Orders section at the top when the view is by Channel but can be used for each other combination of view and sections as well.

Add/Remove Columns

To add or remove columns, first the Manage Columns button needs to be clicked:

When clicking Manage Columns, it'll enable the Add Column and Remove Column dropdowns as well as turn into a "Finish" button:

Choose any columns in both the +Add Column or -Remove Column dropdowns and when all columns are added and/or removed click Finish to lock changes in place.

Besides the default columns outlined above, the following can be added or removed as needed:

Details

Transaction ID

Item Total

Currency

Price

Source

Ship User

Billing First Name

Billing City

Shipping Last Name

Date Added UTC

Correlation ID

Instance

Account

Quantity

Gift

Ship Details

Billing Middle Name

Billing State Province

Shipping Company

Date Updated UTC

Payment

Shipping Total

Archived

Media

Item Details

Refund ID

Billing Last Name

Billing Phone

Shipping Street 1

IP

Payment Date

Handling Total

Meta

Dim Weight

Ship ID

Refund Date

Billing Company

Billing Phone 2

Shipping City

OID Consolidate

Payment Status

Tax Total

Item ID

Box Length

Ship Tracking

Refund Details

Billing Street 1

Shipping Country

Shipping State Province

Comments

Shipping Carrier

Discount Total

SKU

Box Width

Ship Date

Email

Billing Street 2

Shipping First Name

Shipping Postal Code

Internal Notes

Shipping Service

Discount Code

Title

Box Height

Ship Cost

Billing Country

Billing Street 3

Shipping Middle Name

Shipping Phone

*This list doesn't include Custom Order Item Fields that can be added on an account basis.

Rearranging Columns

To rearrange columns in the Order table, simply drag the header and move it to the spot where it is desired:

Customizing Column Width

In addition to adding new columns and re-arranging them, they can also be resized so the data is seen clearer:

Sorting Columns

All columns (except for Ship) can be sorted ascending or descending. The follow video shows the Total being sorted on from lowest to highest than from higher to lowest after clicking it again:

Marking Orders Shipped

One way to mark an order shipping through the All Orders view is by searching and/or checking the orders in any of the sections, then clicking "Mark Shipped" button toward the bottom:

Following video exhibits how to enable Mark Shipped button and mark orders appropriately:

Creating Shipment Labels

Shipping labels can be created in the All Orders view by clicking the truck icon to the left of an order in the "Ship" column:

Another capability in the All Orders page and is limited to this page only, is the ability to combine orders. Orders within the same channel and being shipped to the same place are ideal to combine. However, if two orders are accidentally combined when they weren't supposed to, the following guide will go into how you can view individual orders again and treat them separately: https://support.suredone.com/support/solutions/articles/1000267229